Wendy has had over 25 years in the financial sector and has worked for Adelaide Bank and Leveraged Equities as a Business Development Manager. Before coming to CPB Wendy spent 6 years with a city based financial planning practice as an administrator and personal assistant. Her knowledge of financial services and her positive attitude toward customer service serves her well in her day to day contact with our clients.
Wendy has a Diploma of Financial Services - Financial Planning.
Karen came to CPB in 2001 and brought with her considerable experience from her time with the insurer and fund manager, MLC and a local accounting practice. During her time at CPB Karen has become an expert in Centrelink administration and manages the day issues associated with CPB's Centrelink Liaison Service.
Jody joined CPB in 2012 following 4 years in administration with our close associates Coull & Prior Taxation Consultants. Due to her previous role as joint receptionist Jody was already familiar with many of our processes and well known to clients. Jody performs a variety of tasks at CPB and has particular responsibilities for the implementation of client / adviser discussions.
Mel is the latest addition to our administration group and comes to us after spending a number of years looking after her family as a stay at home mum. Melanie does bring a broad experience in the financial planning sector, having worked previously in administration, paraplanner and financial planner roles both here and interstate. Mel will assist us to continue to bring quality service to our clients.
We would encourage you to contact any of our Administration team should you feel you have the need to do so.
"Information alone is not knowledge, just as knowledge is not wisdom, nor wisdom good judgement. The enduring value of a financial relationship derives from a professional who possesses not only good information, but the judgement and experience to implement it wisely"
Authorised Representatives of Finplan Advice Pty Ltd ABN 16 630401713
Australian Financial Services Licensee 514281
285 St. Vincent St.
Port Adelaide SA 5015
Ph: (08) 8341 2411
Fax: (08) 8341 1490